Welcome to the first issue of Word to the Wise for 2023. In this issue our focus in on taxes, finances and retirement. Our articles include:
- Reduce Your Tax Bill in 2023
- Plan Your Retirement Savings Goals for 2023
- Tips to Get Your Finances in Tip-Top Shape
- Tax Time! Tips to Get Organized
As you will see, we want to make certain you are prepared for the 2023 tax filing season as well as prepare for your current and future financial goals. As always, if you have questions about any of the topics or have other questions related to your business or personal needs, please contact us.
DISCLAIMER: The WM Update, WM Wednesday Wisdom, WM Daily Update COVID-19, COVID-19 Business Resources, COVID-19 Client News Alerts and other related communications are intended to provide general information, including information regarding legislative COVID-19 relief measures, as of the date of this communication and may reference information from reputable sources. Although our firm has made every reasonable effort to ensure that the information provided is accurate, we make no warranties, expressed or implied, on the information provided. As legislative efforts are still ongoing, we expect that there may be additional guidance and clarification from regulators that may modify some of the provisions in this communication. Some of those modifications may be significant. As such, be aware that this is not a comprehensive analysis of the subject matter covered and is not intended to provide specific recommendations to you or your business with respect to the matters addressed.